One Time Project Plan

What’s included:

 We'll work together to discuss your current financial situation, your priorities and your short & long term goals. After our initial meeting you will receive Customized Recommendations and corresponding Action Plan addressing topics discussed. I will also be there to assist you with an implementation schedule and keep you on track.

Not everyone has the same goals, needs or values. Some families may have specific needs or challenges they're being faced with that need careful planning, but not necessarily ongoing comprehensive planning. Maybe you want to look at your financial picture from a holistic standpoint to help solve some urgent questions like, can I afford to send my child to the college of their dreams? Or am I on track for my ideal retirement? This is where we can work together on any of your financial questions as part of a one-time financial plan.

Examples of some specific planning items could include:

  • Investment and/or risk analysis

  • Am I invested in the appropriate investment vehicles?

  • what should I do with an unexpected inheritance?

  • How should I tackle my debt load?

  • Am I on track with my retirement savings?

  • How much should I put in my 401(k)?

  • What items should I consider when I purchase my first home?

  • Should I rent or buy a home?

  • Should I sell or rent my condo? 

  • College funding and savings strategies

  • How do I prioritize saving towards my emergency fund vs. 401(k) vs. paying down debt?

  • Where do I currently stand financially?

  • Help me get my arms around my cash flow and budget

  • How to coordinate investment accounts across my household

Cost: Starting at $600, based upon complexity 

Ready to have a conversation to learn more? 

Clarity Capital Management, LLC is a Registered Investment Advisor in the State of Oregon. Prior to any advisory work conducted outside Oregon, Clarity Capital Management would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.


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